VictoryShares US 500 Volatility Wtd ETF
CFA
59 hedge funds and large institutions have $321M invested in VictoryShares US 500 Volatility Wtd ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
4% more funds holding
Funds holding: 57 → 59 (+2)
1.1% more ownership
Funds ownership: 61.54% → 62.64% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $332M → $321M (-$10.7M)
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$17.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.37M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.82M |
| 4 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$731K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$635K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.44M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.41M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.16M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| $20K | – | – | – |
|
|
NFSG
52
Newbridge Financial Services Group
Boca Raton,
Florida
| $17K | – | – | – |
|
|
TSWM
53
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $8K | +$67 | +1 | +0.7% |
|
|
GWSG
54
GPS Wealth Strategies Group
Centennial,
Colorado
| $7K | – | – | – |
|
|
PMFA
55
Plante Moran Financial Advisors
Southfield,
Michigan
| $3K | +$3.83K | +57 | New |
|
|
SPIA
56
Steward Partners Investment Advisory
New York
| $2K | – | – | – |
|
|
RCM
57
Raleigh Capital Management
Cary,
North Carolina
| $1K | – | – | – |
|
|
WIM
58
Westside Investment Management
Santa Monica,
California
| $169 | – | – | – |
|
|
AWS
59
Atria Wealth Solutions
New York
| – | -$270K | -4,200 | Closed |
|
|
PFGIA
60
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$162K | -2,519 | Closed |
|
|
SC
61
SouthState Corp
Winter Haven,
Florida
| – | -$37K | -575 | Closed |
|
|
AW
62
ACG Wealth
Atlanta,
Georgia
| – | -$29K | -451 | Closed |
|
|
TRCT
63
Tower Research Capital (TRC)
New York
| – | +$336 | +5 | New |
|
CFA Hedge Fund Activity: Q3 2022 in Review
59 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in VictoryShares US 500 Volatility Wtd ETF (CFA) for Q3 2022, worth a combined $321M — down 3.2% from $332M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CFA positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 25 trimmed.
The largest buyer was LPL Financial, adding an estimated $17.1M. The largest seller was Morgan Stanley, cutting an estimated $6.47M.
- 59 institutional investors held VictoryShares US 500 Volatility Wtd ETF (CFA) as of Q3 2022, up from 57 in Q2 2022.
- Funds reported $321M of VictoryShares US 500 Volatility Wtd ETF stock for Q3 2022, down 3.2% quarter-over-quarter.
- 6 funds opened new VictoryShares US 500 Volatility Wtd ETF positions in Q3 2022 and 4 closed out, a net change of +2 holders.
- The largest VictoryShares US 500 Volatility Wtd ETF buyer in Q3 2022 was LPL Financial, an estimated $17.1M added.
- The largest VictoryShares US 500 Volatility Wtd ETF seller in Q3 2022 was Morgan Stanley, an estimated $6.47M sold.
Based on aggregated 13F filings for Q3 2022.